On this page, we present all of the funds holding PPTY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PPTY, with a link to that fund's top holdings. The next columns indicate the amount of PPTY stock held by each of the funds holding PPTY, followed by the PPTY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 21 funds holding PPTY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Ronald Blue Trust Inc.. For more details on the positions held by Ronald Blue Trust Inc. (or by any of the other funds holding PPTY), click the fund name in the "Holder" column of the funds-holding-PPTY table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Ronald Blue Trust Inc. | 3,258,504 | $98,570 | 12/31/2023 |
PPTY | 3,258,504 | $98,570 | 12/31/2023 |
TAP Consulting LLC | 169,349 | $5,136 | 03/31/2024 |
PPTY | 169,349 | $5,136 | 03/31/2024 |
Vident Advisory LLC | 73,810 | $2,233 | 12/31/2023 |
PPTY | 73,810 | $2,233 | 12/31/2023 |
Morgan Stanley | 63,209 | $1,912 | 12/31/2023 |
PPTY | 63,209 | $1,912 | 12/31/2023 |
Susquehanna International Group LLP | 26,117 | $790 | 12/31/2023 |
PPTY | 26,117 | $790 | 12/31/2023 |
Citadel Advisors LLC | 15,172 | $459 | 12/31/2023 |
PPTY | 15,172 | $459 | 12/31/2023 |
Firestone Capital Management | 11,826 | $358 | 12/31/2023 |
PPTY | 11,826 | $358 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 11,240 | $341 | 03/31/2024 |
PPTY | 11,240 | $341 | 03/31/2024 |
OneAscent Financial Services LLC | 10,530 | $319 | 03/31/2024 |
PPTY | 10,530 | $319 | 03/31/2024 |
WorthPointe LLC | 9,821 | $297 | 12/31/2023 |
PPTY | 9,821 | $297 | 12/31/2023 |
Focus Financial Network Inc. ADV | 9,583 | $290 | 12/31/2023 |
PPTY | 9,583 | $290 | 12/31/2023 |
Focus Financial Network Inc. | 9,647 | $270 | 03/31/2024 |
PPTY | 9,647 | $270 | 03/31/2024 |
Financial Counselors Inc. | 7,689 | $233 | 12/31/2023 |
PPTY | 7,689 | $233 | 12/31/2023 |
Appleton Partners Inc. MA | 7,105 | $215 | 03/31/2024 |
PPTY | 7,105 | $215 | 03/31/2024 |
HighTower Advisors LLC | 7,012 | $212 | 12/31/2023 |
PPTY | 7,012 | $212 | 12/31/2023 |
Proequities Inc. | 2,655 | $80 | 12/31/2023 |
PPTY | 2,655 | $80 | 12/31/2023 |
Royal Bank of Canada | 2,335 | $71 | 12/31/2023 |
PPTY | 2,335 | $71 | 12/31/2023 |
Allworth Financial LP | 2,178 | $66 | 03/31/2024 |
PPTY | 2,178 | $66 | 03/31/2024 |
Advisor Group Holdings Inc. | 1,393 | $42 | 12/31/2023 |
PPTY | 1,393 | $42 | 12/31/2023 |
UBS Group AG | 353 | $11 | 12/31/2023 |
PPTY | 353 | $11 | 12/31/2023 |
CWM LLC | 89 | $3 | 03/31/2024 |
PPTY | 89 | $3 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 54 | $2 | 12/31/2023 |
PPTY | 54 | $2 | 12/31/2023 |
See Summary: Institutional Holders of PPTY
See Details: Top 10 Hedge Funds Holding PPTY
Also See: PPTY Holdings Changes
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